JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,853
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$6.01B
3 +$4.47B
4
XOM icon
Exxon Mobil
XOM
+$4.38B
5
WFC icon
Wells Fargo
WFC
+$4.14B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.54%
2 Healthcare 10.44%
3 Technology 9.95%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$18.3M 0.01%
+637,070
1177
$18.3M 0.01%
+84,317
1178
$18.3M 0.01%
+1,806,637
1179
$18.2M 0.01%
+153,953
1180
$18.2M 0.01%
+835,917
1181
$18.2M 0.01%
+2,347,773
1182
$18.2M 0.01%
+816,520
1183
$18.1M 0.01%
+492,398
1184
$18M 0.01%
+461,399
1185
$18M 0.01%
+319,939
1186
$18M 0.01%
+394,083
1187
$18M 0.01%
+367,550
1188
$17.9M 0.01%
+246,274
1189
$17.9M 0.01%
+741,610
1190
$17.9M 0.01%
+679,205
1191
$17.8M 0.01%
+3,013,732
1192
$17.7M 0.01%
+1,464,846
1193
$17.7M 0.01%
+2,224,311
1194
$17.7M 0.01%
+835,890
1195
$17.6M 0.01%
+1,888,381
1196
$17.5M 0.01%
+263,342
1197
$17.5M 0.01%
+1,604,576
1198
$17.5M 0.01%
+497,094
1199
$17.5M 0.01%
+697,497
1200
$17.4M 0.01%
+1,890,502